Pairing a Square Terminal for in person payments
To take in person card payments using the Square integration, you'll need to pair a Square terminal to your WriteUpp account.
Once this is done, when you initiate a card payment, WriteUpp will send the total payable to the terminal for you, removing the need for manual entry. If you're taking payment for a non-invoiced appointment, we'll even create the invoice for you too! The terminal will then notify WriteUpp once a payment has completed, which will mark the invoice as paid.
You can read more about the terminal here, and shop for one directly with Square here.
Before you can pair a terminal to WriteUpp, there are a couple of things you'll need to do, especially if you're setting up a new terminal prior to using it with WriteUpp. You can read more about how to set up a Square terminal here from Square's support centre, but you'll need to make sure you:
- Charge your terminal
- Connect your terminal to a network
Please make sure both those things are done before continuing! If your terminal isn't powered up and online, we won't be able to connect to it.
Pairing a terminal
To pair a Square terminal to WriteUpp:
- Go to the Main Menu -> Integrations & Add Ons -> Square -> Configure
- Click on Pair a terminal:
- You'll then need to select the terminal location from the locations you have set up within Square. If you only have one location in your Square account, you'll see this displayed on screen:
If you have multiple locations set up in Square, you'll see a dropdown to allow you to select a location:
- Click on Confirm Location to set the terminal location
- You'll then see a device code on screen, which needs to be entered into your terminal to pair it to WriteUpp:
- On your Square terminal, tap on Sign In
- Choose Use a device code
- Enter the device code you see on screen within WriteUpp into the Device Code field on your Terminal and tap Sign in
- The terminal will pair with your WriteUpp account and should display a Powered by Square standby screen
- Back in WriteUpp, you'll see that the terminal has been paired. You'll also be asked to give your terminal a name, which you'll see within WriteUpp when you send a payment to a terminal. This is particularly useful if you have more than one terminal:
- Once you've entered a name, click on Save & Close
- You'll see your terminal listed on screen and will now be able to send payment information to it directly from WriteUpp!
Once the connection has been successful, you'll also receive a notification to let you know:
Pairing multiple terminals
If you have more than one Square terminal that you use, for example if you operate from more than one location, you can pair multiple terminals to your WriteUpp account. You'll then be able to select which terminal you'd like to use to ensure you can take a card payment wherever you are!
To pair another terminal, just click on Pair another terminal on the Square configuration screen and follow steps 3-11 above to complete the process. You'll then see both terminals listed separately along with their device codes:
Renaming a terminal
You'll be able to rename the terminal, if you want to give it another name for use within WriteUpp. To do this, click on the three dots to the right of the row to open the menu and choose Rename:
Enter the new terminal name and then save the changes:
Removing a terminal
If you'd like to remove a terminal, open the menu and choose Remove:
You'll be asked to confirm this and once you select Yes, the terminal will be removed from the list within WriteUpp:
It also won't appear as an option during the payment process. You'll then need to sign out of the terminal itself. To do this, swipe open the terminal menu from the left hand side of the terminal screen and choose Settings -> Sign out.
Updated on: 11/11/2024
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